In order to publish an item from Dext Prepare to a Bank Account in your integrated accounting software, you may need to link your Payment Methods in Dext Prepare to the corresponding Bank Account in the integrated accounting software. This is used to indicate which Bank Account the item should be published to.
Note: this functionality is only available for Business Plus, Premium, Streamline and Optimize accounts. Find out more about the different Dext Prepare products here.
To link a Payment Method to a Bank Account:
- Expand the Lists section of the menu
- Click on the 'Payment Methods' tab
- Complete the 'Bank Account' dropdown for each Payment Method you'd like to link to a Bank Account.
View this instructional video for a step-by-step walkthrough of linking a Payment Method to a Bank Account: